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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
Brookstone Capital Management
Illinois
$88.5M
3
AAS
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
Davidson Capital Management
Texas
$20.2M
4
Bank of America
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
226
IRON Financial
Illinois
$3.78M -$20K -231 -0.5%
ARC
227
Advisor Resource Council
Texas
$3.76M -$46.9K -541 -1%
TRCT
228
Tower Research Capital (TRC)
New York
$3.68M +$2.28M +26,351 +163%
AC
229
Anson Capital
Georgia
$3.68M -$48K -554 -1%
RJT
230
Raymond James Trust
Florida
$3.66M +$866 +10 +0%
FP
231
Fiduciary Planning
Florida
$3.64M -$5.95M -68,673 -62%
WW
232
Westshore Wealth
California
$3.62M -$464K -5,354 -11%
DWP
233
Destiny Wealth Partners
Florida
$3.59M +$151K +1,742 +4%
VF
234
VitalStone Financial
Texas
$3.58M -$121K -1,400 -3%
PWA
235
PCG Wealth Advisors
Kansas
$3.57M -$2.42M -27,986 -40%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$3.57M -$22.9M -264,771 -87%
William Blair & Company
237
William Blair & Company
Illinois
$3.56M +$77.2K +891 +2%
HF
238
HRT Financial
New York
$3.53M +$3.01M +34,708 +569%
FFWM
239
Future Financial Wealth Management
Ohio
$3.53M -$214K -2,468 -6%
SMC
240
Smith, Moore & Co
Missouri
$3.53M +$655K +7,561 +23%
CIAS
241
Capital Investment Advisory Services
North Carolina
$3.53M -$503K -5,804 -12%
HI
242
Harbour Investments
Wisconsin
$3.49M +$16.9K +195 +0.5%
BFO
243
Boston Family Office
Massachusetts
$3.47M +$36.3K +419 +1%
TW
244
Trajan Wealth
Arizona
$3.42M -$3.21K -37 -0.1%
KDA
245
Kraft Davis & Associates
Missouri
$3.41M -$683K -7,551 -17%
RGC
246
Roberts, Glore & Co
Illinois
$3.38M +$25.9K +299 +0.8%
CFP
247
Cascade Financial Partners
California
$3.32M – – –
PA
248
PSI Advisors
Florida
$3.16M +$2.18M +25,177 +223%
CB
249
Chris Bulman
California
$3.16M +$3.16M +36,456 New
CWM
250
Collaborative Wealth Management
Florida
$3.15M +$142K +1,635 +5%
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